Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$214K Sell
2017
Q4
$215K Hold
2017
Q3
$228K Hold
2017
Q2
$213K Sell
2017
Q1
$214K Buy
2016
Q4
Sell
2016
Q3
$206K Hold
2016
Q2
$208K Buy
2015
Q3
Sell
2015
Q2
$223K Sell
2015
Q1
$220K Hold
2014
Q4
$214K Hold
2014
Q3
$221K Hold
2014
Q2
$239K Hold
2014
Q1
$226K Sell
2013
Q4
$221K Sell
2013
Q3
$211K Hold
2013
Q2
$221K Buy